Leo Wealth LLC’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$565K Sell
2025
Q2
$876K Buy
2025
Q1
$902K Sell
2024
Q4
$831K Sell
2024
Q3
$1M Buy
2024
Q2
$989K Buy
2024
Q1
$998K Sell
2023
Q4
$894K Buy